Consider how and when to share application information with applicants.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Before you set up your application, review these sharing considerations.
- Update your sharing settings so that portal users can see their application data and documents in the portal.
-
Application decision records are automatically shared with Experience Cloud users on the
date you set for the decision release and early application release. You can set these
dates on the application timeline object.
- If a Decision Release Date value isn't entered, application decision records aren’t shared with portal users.
- If the Decision Release Date value is in the future, application decision records are shared on that date.
- If the Decision Release Date value is the current date or in the past, application decision records are shared immediately.
- For rolling admissions decisions, as previously noted, records are shared immediately when the Decision Release Date value is the current date or in the past. Alternatively, you can enter the same values in Application Open Date and Decision Release Date. This setup shares decision records as soon as they’re created, within the application time frame.
- Test the performance of your Experience Cloud site to account for all situations involving many users or high traffic, such as sharing application decisions on a specific day or time. See Performance and Scale of Your Experience Cloud Site.
Update External Sharing Settings
The external sharing settings specified in your org-wide defaults apply to users with a Customer Community Plus license. See Set Your External Organization-Wide Sharing Defaults.
| Object | Access Type |
|---|---|
| Academic Term | Public Read Only |
| Academic Year | Public Read Only |
| Action Plan Template | Public Read Only |
| Application Decision |
Private Important The default setting for application
decision is Private. To avoid errors, don't change this setting
for external users. You can disable automatic
sharing.
|
| Application Render Method | Public Read Only |
| Application Stage Definition | Public Read Only |
| Application Timeline | Public Read Only |
| Contact | Private |
| Contact Contact Relationship | Private |
| Examination | Public Read Only |
| Geo Country | Public Read Only |
| Individual Application | Private |
| Individual Application Task | Private |
| Learning | Public Read Only |
| Omni Data Transformation | Public Read Only |
| Omni Process | Public Read Only |
| Omni UI Card | Public Read Only |
| Party Role Relationship | Public Read Only |
| Person Education | Private |
| Person Employment | Private |
| Person Examination | Private |
| Person Language | Private |
| Preliminary Application Reference | Private |
| Program Term Application Timeline | Public Read Only |
Update Internal Sharing Settings
For users to see relevant objects, make sure that your sharing settings are correctly configured. For example, update the default internal sharing settings so that users can see contacts and applications created by a portal user. These default sharing settings apply to users with a Standard User profile and with the Education Cloud Full Access permission set. See Set Your Internal Organization-Wide Sharing Defaults.